Your 5500-EZ Filing is not done yet!

Here's what to do next...

[Recommended] If your CPA is filing the form:
  1. Check your email for the 5500-EZ to e-sign
  2. Review the form for accuracy before signing
  3. Share the form with your CPA for further processing
If you are Self-filing:
  1. Check your email for the 5500-EZ to e-sign
  2. Review the form for accuracy
  3. E-sign form. As your own plan administrator, you are required to verify the information and plan holdings is truthful and accurate.
  4. Mail form by July 31st to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0020

Carefully check (and double check!) the document you just downloaded. The document is editable, so make any changes as necessary.

NOTE: Our preparation software will prepare a draft of form 5500-EZ for you to file. However, you are your own plan administrator. Therefore you are required to verify the information and plan holdings is truthful and accurate.

You are also responsible for filing the form with the IRS by July 31st of this year. This form draft is provided without warranty and engagement with a professional tax adviser is recommended. Use provided form at your own risk.

Frequently Asked Questions

DISCLAIMER: Please note that this guide is for educational and informational purposes only. The guide is not intended nor should not it be considered a replacement for tax, legal or investment advice. Always consult your tax advisor, CPA and/or legal counsel before filing.

Nabers Group is a A+ Better Business Bureau Accredited business with a fanatical dedication to excellence in customer service and lifetime customer support to our accountholders.

600 17th Street
Suite 2800
Denver, CO 80202

Phone: 877-765-6401
Fax: 775-201-1456
Email: [email protected]

Business Hours:
Monday-Saturday 8 am-6 pm MT
Sunday by appointment

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